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Wealth Management 101 

Latest From My Personal Finance Blog

Just Eat the Treat Already

Walking down the stairs one afternoon, I saw my little dog Foxy resting on her spot on the couch. As I got closer, I saw her tiny body stiffen, her ears turn down, and her eyes grow big. Arriving next to the couch, I asked her: “Foxy, what are you doing?” She responded with a soft growl and moved her body to cover a small lump in her blanket. She was hoarding a treat.

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In Praise of Simplicity: Tips for a Healthy Portfolio

All too often, clients come to me with investment ideas they like. Some are good and some are not so good, but many of them are complex. As humans, we are often seduced by complexity, as though the more glamorous or intricate an investment instrument is, the better it must be. Why own a set of simple and low cost index funds when you can buy a hedge fund? Why buy and hold when you can trade actively? Is the market falling? Why not short some stocks?! Just think of the possibilities!

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Want To Be Wealthy? Then Plan On It

Add this to the long list of things I hear that drive me crazy: “Financial Planning is just for rich people.” Let me say it louder for the people in the back: In general, you don’t become rich (or wealthy) without planning to do so. I understand that you may be skeptical, so please allow me to break down my passionate argument for the value of Financial Planning in your long march toward wealth.

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What Is Financial Fitness?

The New Year often brings thoughts of getting back in shape — getting fit. Yes, I know that usually means physically…but why not financially? Thing is, few of us know what it really means to be financially fit. And even fewer of us know how to get there. This article will cover the five key elements of financial fitness and how to achieve them.

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